laitimes

2024.07.12 Stock market closing comment: real estate and finance strengthened, and A-shares fluctuated in a narrow range, rising and falling

U.s.

U.S. stocks were mixed overnight, with the Dow up 0.08%, the Nasdaq tumbling 1.95%, and the S&P 500 down 0.88%.

In terms of economic data, the United States non-seasonally adjusted CPI rose 3.0% year-on-year in June, with an expected increase of 3.1% and a previous increase of 3.3%; The seasonally adjusted CPI fell by 0.1% month-on-month, and the expected increase was 0.1%, and the previous value was flat.

The non-seasonally adjusted core CPI rose 3.3% year-on-year, with an expected increase of 3.4% and a previous increase of 3.4%; The seasonally adjusted core CPI rose 0.1% month-on-month, with an expected increase of 0.2% and a previous increase of 0.2%.

United States CPI came in lower than expected in June, reinforcing market expectations for a rate cut.

2024.07.12 Stock market closing comment: real estate and finance strengthened, and A-shares fluctuated in a narrow range, rising and falling

A shares

Big A failed to continue yesterday's upward trend today, with a narrow range of shocks throughout the day, real estate, big finance, and big consumption strengthened, while cyclical stocks and TMT industries weakened, and the market volume shrank rapidly below 700 billion yuan.

At the close, the Shanghai Composite Index closed at 2971.30 points, up 0.03%; The Shenzhen Component Index closed at 8854.08 points, down 0.18%; The GEM index closed at 1683.63 points, down 0.09%.

The ratio of individual stocks in the two cities was 0.64:1, and more than sixty percent of the stocks fell, and the market turned into a money-losing effect.

The total turnover of the two cities was 687 billion yuan, a significant decrease of 100 billion yuan from the previous trading day.

2024.07.12 Stock market closing comment: real estate and finance strengthened, and A-shares fluctuated in a narrow range, rising and falling

Hong Kong stocks

Hong Kong stocks opened higher today, rising sharply across the board, with real estate, technology, and consumption leading the gains.

At the close, the Hang Seng Index surged 2.59% and the Hang Seng Tech Index surged 2.32%.

Southbound funds accumulated a small net inflow of 171 million yuan throughout the day.

2024.07.12 Stock market closing comment: real estate and finance strengthened, and A-shares fluctuated in a narrow range, rising and falling

Sector performance

Today, real estate, big finance, and big consumption (liquor) are strengthening simultaneously, leading the Shanghai Composite Index to fluctuate and close up, and new energy directions such as photovoltaic and energy storage continue to exert force.

2024.07.12 Stock market closing comment: real estate and finance strengthened, and A-shares fluctuated in a narrow range, rising and falling

Nonferrous metals, coal, Internet, electricity, software and other sectors fell ahead, and the concept of consumer electronics has pulled back.

2024.07.12 Stock market closing comment: real estate and finance strengthened, and A-shares fluctuated in a narrow range, rising and falling

Reviews

A big just rose yesterday for a day, climbed the mountain just climbed a little height, today is depressed and tired, we hope it is just a little tidying up after the rise, after the accumulation will regain the upward trend.

Fortunately, Hong Kong stocks are linked with the periphery today, and they are fluctuating sideways at a high level throughout the day, and the trend is relatively strong.

Big A's mood swings are relatively large, always jumping between pessimistic and very pessimistic, once people get used to a certain emotion, it is difficult to jump out of it, this is the so-called "scar effect".

The other side is accustomed to rising, we are accustomed to falling, the same world, different circumstances.

The important thing that makes Warren Buffett the god of stocks is not Buffett himself, but that he was born in the best era of United States, and he has a strong capital market that has obtained β returns for a long time.

A person's fate is closely related and inseparable from the era and environment in which he lives, so many times we don't have to be too ourselves, we are all carried forward by the torrent of the times, and we are always affected by the economic cycle.

The important thing is to recognize the reality, find the right direction, set a good strategy, take every step in a down-to-earth manner, look down at the road, look up at the road, and look for opportunities that can resonate with the times.

2024.07.12 Stock market closing comment: real estate and finance strengthened, and A-shares fluctuated in a narrow range, rising and falling

Splendid but the flowers of the world, slow cooking time a cup of tea.

Forget what day it started, and the world doesn't look like it used to be. I walked into the crowd, but I still missed those old days.

"When you read, you read, and your heart is not focused on seeing guests; When you see a guest, you see a guest, and your heart is not focused on reading. Things come to conform, and the future is not welcome; At that time, it was not mixed, and it was not in love. ”

"A thought is quiet, and lotus flowers bloom everywhere."

It is not easy to create, and liking and following are the greatest encouragement and recognition for the author, thank you for your attention!

Read on